This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
This trust’s own Schedule of Assets is parsed — see the full holdings in the Investments section below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.0B | 26.7% | |
| Instl Ext Market Idx Tr | Common Collective Trusts | — | — | $396.7M | 10.3% | |
| VFTC INSTNL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $396.7M | 10.3% | |
| Vanguard Tgt Retire 2030 Tr P | Mutual Funds | — | — | $283.7M | 7.4% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $283.7M | 7.4% | |
| Inst Tot Bd Mkt Ix Tr | Other securities | — | — | $283.6M | 7.4% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $283.6M | 7.4% | |
| Vanguard Tgt Retire 2025 Tr P | Mutual Funds | — | — | $245.9M | 6.4% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $245.9M | 6.4% | |
| Inst Tot Intl St Mt Ix Tr | Other securities | — | — | $215.3M | 5.6% | |
| VFTC INSTL TOT INTRNL STK MKT IDX T VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $215.3M | 5.6% | |
| Vanguard Tgt Retire 2035 Tr P | Mutual Funds | — | — | $214.5M | 5.6% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $214.5M | 5.6% | |
| Vanguard Tgt Retire 2040 Tr P | Mutual Funds | — | — | $188.9M | 4.9% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $188.9M | 4.9% | |
| Vanguard Tgt Retire 2020 Tr P | Mutual Funds | — | — | $158.4M | 4.1% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $158.4M | 4.1% | |
| Vanguard Tgt Retire Inc Tr P | Mutual Funds | — | — | $154.7M | 4.0% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $154.7M | 4.0% | |
| Vanguard Tgt Retire 2045 Tr P | Mutual Funds | — | — | $151.7M | 3.9% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $151.7M | 3.9% | |
| Vanguard Tgt Retire 2050 Tr P | Mutual Funds | — | — | $127.4M | 3.3% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $127.4M | 3.3% | |
| Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $106.6M | 2.8% | |
| Vanguard Tgt Retire 2055 Tr P | Mutual Funds | — | — | $81.4M | 2.1% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $81.4M | 2.1% | |
| Vanguard Tgt Retire 2060 Tr P | Mutual Funds | — | — | $51.3M | 1.3% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $51.3M | 1.3% | |
| Vanguard Total World Stk Inst | Mutual Funds | — | — | $37.9M | 1.0% | |
| Vanguard FTSE Social Index Ins | Mutual Funds | — | — | $32.8M | 0.9% | |
| GS Stable Value Inst'l Class I | Stable Value | — | — | $31.3M | 0.8% | |
| GOLDMAN SACHS SV COLLECTIVE TRUST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $31.3M | 0.8% | |
| AF Bond Fund America R6 | Other securities | — | — | $27.2M | 0.7% | |
| Vanguard Tgt Retire 2065 Tr P | Mutual Funds | — | — | $23.0M | 0.6% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $23.0M | 0.6% | |
| Vanguard Cash Res Fed MM Adm | Mutual Funds | — | — | $5.1M | 0.1% | |
| MFS Intl Div Cl R6 | Mutual Funds | — | — | $3.1M | <0.1% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.0M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Plans whose Form 5500 Schedule D names this trust as a pooled investment they hold. Each links to its own filing.
